Exencial Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,499
| Closed | -$98.1K | – | 478 |
|
|
2023
Q3 | $98.1K | Sell |
15,499
-696
| -4% | -$4.41K | ﹤0.01% | 415 |
|
|
2023
Q2 | $105K | Sell |
16,195
-3,234
| -17% | -$21K | ﹤0.01% | 424 |
|
|
2023
Q1 | $128K | Sell |
19,429
-1,194
| -6% | -$7.86K | 0.01% | 407 |
|
|
2022
Q4 | $150K | Sell |
20,623
-7,090
| -26% | -$51.6K | 0.01% | 411 |
|
|
2022
Q3 | $193K | Buy |
27,713
+10,568
| +62% | +$73.6K | 0.01% | 404 |
|
|
2022
Q2 | $131K | Buy |
+17,145
| New | +$131K | 0.01% | 413 |
|